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Learn how you can setup your FormAssembly forms to be saved and resumed by form respondents.
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Introduction When setting up your Salesforce Connector, you can choose to send a PDF of the response to Salesforce. This feature supports all Salesforce Objects, including Attachments, ContentVersion (Files), and more. Contents of the PDF...
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Last Updated: 05/06/2024
in Style Your Forms Introduction With our new PDF features, we have also included the ability to define at the account or admin levels, custom headers and footers for your generated PDFs by using HTML and CSS. When defined, these will display on every page of the PDF ...
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Learn How to Create Dependent Objects
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Learn About Working with Repeatable Fields & Sections with Salesforce
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Learn how to create a new Salesforce record from a form submission
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Learn about field mapping within the Salesforce connector
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Learn more about the API calls FormAssembly makes when using the Salesforce Connector.
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Learn how to Work with File Uploads and Salesforce Attachments
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Introduction One of the most important steps before sending out a form to respondents, is testing. You will want to make sure your form and connectors work exactly how you expect them to, regardless of a respondent's use case. The best way to e...